Dimensional Fund Advisors Ltd

RIASEC RegisteredEst. 1991
Total AUM
$365B
Discretionary
$365B
100% of AUM
Avg account
$3.4B
Accounts
106
Employees
162
Advisory reps
10

Firm details

Headquarters
London,
CRD number
107472
Registered since
November 6, 1991
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Fixed Fees, Other
Client types
  • Investment Companies95.34%
  • State / Municipal Government2.7%
  • Pooled Investment Vehicles1.18%
  • Sovereign Wealth Funds0.44%
  • Corporations / Businesses0.35%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dimensional Fund Advisors Ltd is a corporation operating as an institutional registered investment adviser. Registered with the SEC in 1991, the firm focuses on institutional clients and acts primarily as a portfolio manager for investment companies, pooled investment vehicles, and businesses or institutions. Its fee arrangements include fixed fees and other structures. The firm is identified as an active ESG investor and also lists CPO/CTA activity among its business lines. Dimensional maintains industry relationships beyond advisory work, including affiliations with broker-dealers and other investment adviser roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%, Cash & Cash Equivalents 1%96%
  • Exchange Traded Equities96%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%
  • Public Funds/Mutual Funds1%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • John Romiza

    John Romiza

    Co-ceoCRD 4230867

  • Selwyn Notelovitz

    Selwyn Notelovitz

    Global Chief Compliance OfficerCRD 2886676

  • Bernard Grzelak

    Bernard Grzelak

    CFOCRD 4285750

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Contacts

3 of 6
  • Victoria Parry

    Victoria Parry

    Independent DirectorCRD 7191672

  • Catherine Newell

    Catherine Newell

    Adviser, General Counsel, DirectorCRD 2890628

  • Peter Wood

    Peter Wood

    Independent Non-Executive DirectorCRD 7189825

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
20 Triton St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth